MFA
XYZ

Morling Financial Advisors’s Block, Inc. XYZ Stock Holding History

Morling Financial Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,095
Closed -$634K – 89
2022
Q4 		$634K Hold
10,095
– – 0.81% 27
2022
Q3 		$555K Hold
10,095
– – 0.76% 29
2022
Q2 		$620K Buy
+10,095
New +$620K 0.81% 29